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E-delivery – Sign up today!

Tired of receiving all those Schwab paper statements and confirmations in the mail? If so, it’s time to sign up for e-delivery!

Signing up for e-delivery is simple. See the attached brochure for more details. Also, if you would like to receive your Colorado Financial Management Client Reports and/or billing invoices via email, please call our office @ 970-613-1392 or email us @ colofin@colofin.com

Schwab E-Delivery Brochure

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